Smile With Style | Codee workflow bridges614-428-8002

Efficiency bridges

Codee enhances the daily workflow. It does not replace the office systems.

Each bridge turns a repeat task into a clean digital handoff: customer or partner completes a page, Codee prepares a staff-ready summary/PDF/email, and the office keeps using its current destination system.

Same pattern

One bridge model, multiple office uses.

These are practical workflows that can be emailed to staff, shown to customers, or used in marketing without forcing a system replacement.

1. Open page

QR, link, iPad, website, or staff text.

2. Capture details

Signature, approval, form answers, referral data, or campaign approval.

3. Prepare handoff

PDF, staff email, downloadable summary, or mock preview.

4. Staff files it

Edge or the current destination remains in place.

Contract

Beta signed PDF for Edge

Patient signs digitally, Codee prepares the PDF handoff, staff uploads into Edge.

Open beta contract bridge
BAA

Vendor approval signature

First client-signed approval packet for Codee vendor readiness and private bridge storage.

Open BAA approval
Templates

Contract wording library

Pre-worded orthodontic contract categories with a verification checklist before use.

Open template library
Forms

New patient form packet

Customer fills a mock intake packet, staff receives a structured summary/PDF preview.

Open form bridge
Referral

Partner referral request

Referral office submits key details, staff gets a cleaner packet to review and enter.

Open referral bridge
Marketing

Promotion approval

Approve QR flyer, campaign copy, giveaway wording, or review prompt before it goes out.

Open promo bridge
Care

Instructions confirmation

Send retainer, braces, aligner, or comfort instructions and collect a mock confirmation.

Open care bridge
QRCodee

Scan-to-handoff

The same QR asset can route to whichever bridge the office wants to promote first.

Download QRCodee